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WEALTH MATTERS: The Planning Stage of Estate Planning

Adam Gaslowitz, Robert Port, John Howard, Richard Morgan

Adam Gaslowitz, Robert Port, John Howard, Richard Morgan

On this episode of Wealth Matters, hosts Adam Gaslowitz and Robert Port discuss how to anticipate and avoid issues at the “planning” stage of estate planning with their guests John Howard and Richard Morgan.


John Howard, Resource Planning GroupJohn is a co-founder and Chief Executive Officer of Resource Planning Group. He was born in Biloxi, Mississippi, but lived his early years in cities around the world as his father was an Officer in the Air Force. John is a magna cum laude graduate of the University of Tennessee (BS, Business Administration). He began his career as a Certified Public Accountant with Arthur Andersen. He then earned his Juris Doctorate from the Emory University School of Law. He is also a CERTIFIED FINANCIAL PLANNER™, founding RPG in 1991. He is a member of the Fee-Only ® National Association of Personal Financial Advisors (NAPFA), the Georgia Society of CPAs, the State Bar of Georgia, and the Atlanta Bar Association. He is also a Charter Member of Kingdom Advisors, a network of Financial Advisors committed to giving financial advice that is grounded in biblical principles. John was named one of the Top 100 People in Georgia Banking and Finance by the Atlanta Business Chronicle from 2006 through 2009. He has also been identified as a FIVE STAR: Best in Client Satisfaction Wealth Manager since 2008 by Atlanta Magazine. John is a 2005 graduate of Leadership Sandy Springs. He serves on the Board for Kaleidoscope ABA, Inc., a nonprofit school serving children with Autism Spectrum or related disorders, and the Board of Advisors for the Bank of Sandy Springs.

How I Live Well :  John and his wife, the former Georgia “Tee Gee” Finklea of Pamplico, South Carolina, have been married for over 32 years and have six children. Their second child, Jack, is autistic and has inspired a strong interest in families who have children with special needs. John and Tee Gee are active in the Body of Christ and dedicated to supporting missions at home and around the world. John enjoys spending time with his family, reading, and traveling.





Richard Morgan, Morgan and DiSalvoRichard M. Morgan has been practicing law in Georgia since 1987. Richard founded the award-winning Alpharetta law firm of Morgan & DiSalvo, P.C. in 1995 to help individuals and families plan and prepare for the many changes that life brings. Morgan & DiSalvo was again named in U.S. News & World Report and Best “Best Law Firms” ranking for 2015. Morgan & DiSalvo received the highest “Tier 1” rating in Trusts and Estates Law, a distinction held by only 10 law firms in the Metro Atlanta area.

Richard prides himself on bringing peace of mind to individuals and families by helping them prepare for significant life events. In addition to the primary practice areas of the firm, Richard also specializes in finding creative solutions for clients in the areas of estate & tax planning, estate & trust dispute resolution, business succession planning, planning for special needs beneficiaries, creditor protection, charitable gift planning and tax controversies.

Richard’s work is differentiated by his level of service and attention to detail. His technical and analytical capabilities and problem-solving approach are unique among attorneys. A leader in his field, Richard is past president of the Taxation Sections of both the Georgia and Atlanta Bar Associations, the Estate Planning & Probate Section of the Atlanta Bar Association, the North Georgia Estate Planning Council and the Georgia Planned Giving Council. Richard also serves on the Executive and Legislative committees of the Fiduciary law section of the Georgia Bar Association.

In 2014, Richard was elected as a Fellow in The American College of Trust and Estate Counsel (ACTEC). This is the most prestigious group of Trusts and Estates attorneys in the country, with only 50 Fellows in the State of Georgia. ACTEC membership is only offered to those who have provided substantial contributions to the field of trusts and estates law. Richard has used his charitable gift planning expertise over the years by serving as the chairman or member of professional advisory committees of several large Atlanta organizations including the Jewish Federation of Greater Atlanta, Jewish Family & Career Services, the Community Foundation of Greater Atlanta and YMCA of Metropolitan Atlanta.

Richard received is B.B.A. in Accounting, cum laude, and his J.D. degree, cum laude, from the University of Georgia. He received his LL.M. in Taxation from Emory University. Richard is a frequent speaker on estate and tax planning, charitable gift planning and other tax related topics.

Richard loves life and all that it has to offer, but his greatest accomplishments have all related to his wonderful and loving family, including his incredible wife and three children, and of course, now two Goldendoodles.





Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to listen to past episodes of “Wealth Matters’, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!




Wealth Matters on Video

STRATEGIC INSIGHTS RADIO: Traditional and Alternative Funding for Small Business

Strategic Insights Radio June 18, 2015

Tom Briggette, Thomas Rockwood, Vlad Rusz, Kevin Williams, Chris Williams

Welcome to Strategic Insights Radio presented by Sterling Rose Consulting Corp. This episode will discuss “Traditional and Alternative Funding Sources that Small Business Owners May Not Be Aware Of”.


Kevin Williams, Executive AdvantageKevin Williams is the CEO of Executive Advantage, Inc. with a Master License to Personal Business Advisor, LLC (PBA). Kevin’s experience crosses the globe working with some of the largest retailers, professional sports teams, and other high profile institutions such as Noritsu and Kodak. He has extensive experience in sales, marketing, service and operational management.

Personal Business Advisors, based out of Texas, is a 13-year-old company conducting business domestically and internationally. PBA works with executives that are ready to move from the corporate world into entrepreneurialism, with franchises to grow its base through the hundreds of PBA Senior Advisors, and with start-up entities to find funding and executive support for desired growth.

Personal Business Advisors helps start-up companies find cash and C-level executives to launch their business. They also work with a large portfolio of franchises to bring the franchisor qualified franchisees. Working with experienced and highly successful candidates on a daily basis is their specialty.


Chris Williams, Executive AdvantageChris Williams is the COO of Executive Advantage, Inc. and a Senior Advisor for Personal Business Advisors. His background experience is in real estate, sales and consulting.




Tom Briggitte, Rosemont Capital SolutionsTom Briggette, VP of Sales for Rosemont Capital Solutions, is an alternative lender for small businesses to medium sized businesses. Briggette began his lending career in 1993 with Transmedia Network, a pioneer in the advance purchase of future sales and receivables, known as today as Rewards Network. Leading a sales team of nearly 100, Briggette contracted with thousands of restaurants, facilitating millions of dollars in financing transactions. A few years later, as a former operating partner in the restaurant industry, Tom’s entrepreneurial spirit and passion for helping small business owners be successful brought him back to what he knows and loves best. Partnering with former colleagues at Pioneer Capital Group, Briggette founded Rosemont Capital Solutions in 2014.

Rosemont Capital Solutions helps small business owners secure the financing they need to grow or improve their business. They help clients who are unable to secure banks loans by helping them secure access to capital via: bridge and short term financing, ability to establish a line of credit, or asset based loans through purchase order, invoice, equipment, or inventory factoring.


Thomas Rockwood, Brand BankThomas Rockwood, an SBA and USDA Lending Business Development Officer and Government Guaranteed Lending Specialist with Brand Bank, has over 12 years of experience in Commercial Lending, Financial Assistance, Public Speaking, Sales, Banking, and Marketing. Rockwood’s specialties include SBA 7a, SBA 504 Commercial Real Estate, Owner Occupied and Partial Owner Occupied Commercial Real Estate, Non-Owner Occupied Investor Real Estate, Secured Lines of Credit tied to Commercial Property, Conventional Term Loans, USDA Guaranteed Loans, Business Purchases, Partner Buyouts, Equipment Finance, Franchise Start-ups, Commercial Real Estate Refinance and Acquisition, Business Acquisition Financing and Cash Management Products.


Strategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to


Sterling Rose Consulting a full-service marketing, financial & business consulting firm. They incorporate multi-channel and multi-vertical knowledge and best practices into targeted and actionable online and offline marketing, public relations, advertising, business consulting, business operations, business planning, market research, competitive intelligence, accounting, finance and growth strategies. Sterling Rose has successfully created and launched over 250 marketing plans, 500 investor ready business plans and 1,000 market/competitive research reports. 92% of their business plans have resulted in acquisitions of SBA, Angel, and Series A Factoring, among others.

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BUSINESS MATTERS presented by Incentive Solutions

Luke Kreitner, Celeste Simmons, Steve Damerow

Luke Kreitner, Celeste Simmons, Steve Damerow

Luke Kreitner/Loyaltyworks

Loyaltyworks is a 35 year-old debt-free employee managed award winning technology firm based in Atlanta whose cloud based platform helps companies manage multiple employee and sales loyalty or incentive programs simultaneously. The company has 40 employees and has been awarded Inc 5000 and Best and Brightest Place to Work by National Association of Business Resources.

Getting maximum impact, Loyaltyworks creates and manages full-service incentive, loyalty and reward solutions that maximize the impact of the people and relationships that drive your business results.

Celeste Simmons/Big Social Marketing

Social marketing has changed the way companies do business. Big Social Marketing helps companies create daily content, post it, and then manage the responses.

There are lots of opportunities in social marketing that individuals and businesses should be using to get ahead, and stay ahead. If you want your company to be seen and heard, you have to be social. Social media is an indicator of what people are looking for, and what Google looks for as well. Your social marketing strategy will determine your business success, or its failure.

If you have not done much social media, then you need a social media campaign focused on getting your message or brand recognized. Big Social Marketing can help! They can manage many different social networks for you, and all without frustration. They make a focused plan for you, then make a schedule for updates, and start writing – with your brand as the focus! They create buzz for your brand with social media as the messenger.

About Incentive Solutions: 

Steve Damerow, host of Business MattersSteve Damerow, the host of “Business Matters“, is the founder and CEO of Incentive Solutions along with Loyaltyworks. He earned a MBA and Masters in Economics, that has helped him propel the respective incentive firms into the forefront of the loyalty industry.

“Technology making incentive rewards easier.”

Incentive Solutions is a 21-year-old debt-free, employee-managed incentive marketing agency that uses the “cloud” and mobile app’s to manage and communicate sales incentives to in-house employees, distributor/dealer/value added resellers utilizing 3 primary reward vehicles.

1. Group incentive travel and sales meetings
2. World’s largest online rewards mall
3. Choice of 155 retail gift cards or prepaid VISA debit cards

Incentive Solutions is an Inc. 5000 company, voted “Best & Brightest Place to Work Atlanta” two consecutive years, and BBB++ rated.

Business Matters pre-show


Bruce Sharp with BB&T and Ray Ramu with Saia, Inc.

Mike Sammond, Bruce Sharp, ray Ramu, Steven Julian

Mike Sammond, Bruce Sharp, Ray Ramu, Steven Julian

Bruce Sharp/BB&T

Bruce Sharo, BB&TBB&T is a fast growing, full services financial institution that has been existence for over 140 years. The Bank reports assets of over $180 billion and is highly rated by the credit agencies. Although the organization is a significant regional company, the approach of its professionals is to lead with advice by meeting regularly with clients, face to face, in order to better understand their needs so solutions might be customized at the local level.

The Mission of the Bank is to make the world a better place by helping Clients achieve economic success and financial security, by providing an environment where their Associates can learn, grow and be fulfilled in their work, by helping their Communities be better places to live, and by generating a safe and sound investment for their Shareholders over the long-term. The Associates of the Bank cannot execute successfully on this mission without a strict adherence to the Bank’s core values, with the foundational values of Honesty and Integrity being integral to the success of the Bank since 1872.

The Commercial Team in Duluth serves business clients by assisting with capital formation, cash management, employee benefits, risk management, and personal banking/wealth management needs. Please contact one of the following team members—all of whom are located in Duluth, GA—for a consultation:

Bruce Sharp, Market President, 678-957-3814
Addam Taussig, Senior Vice President, 678-957-3798
Houston Bass, Senior Vice President, 678-957-3794
Blake Gober, Vice President, 678-957-3812
Preston Etheridge, Assistant Vice President, 770-813-2130

Ray Ramu/Saia, Inc.

Ray Ramu, SaiaSaia, Inc. (NASDAQ: SAIA), with 2014 revenues of $1.3 billion, offers customers a wide range of less-than-truckload, non-asset truckload, and logistic services through their three operating service groups – Saia LTL, Saia Logistics Services and LinkEx. The company operates 147 terminals in 34 states and is home to the industry-exclusive Customer Service Indicators and Xtreme Guarantee. With headquarters in Johns Creek, GA, Saia employs 9,000 people nationwide. In addition to its headquarters, Saia’s operations in Georgia include terminals in Athens, Augusta, Ellenwood and Savannah. The company has close to 1000 employees working at the five facilities.